Defined Benefit (Pension) · DOL Form 5500 · 2023
New England Federal Credit Union Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 45
- Participants Small participant base
Official DOL plan name: New England Federal Credit Union Defined Benefit Plan and Trust · Sponsored by New England Federal Credit Union · Vermont · Finance & Insurance
N/A in assets, 45 participants
New England Federal Credit Union's New England Federal Credit Union Defined Benefit Plan and Trust reported N/A in total assets and 45 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
New England Federal Credit Union multi-year trail
New England Federal Credit Union's plans moved +56.1% in assets from 2022 to 2024; this filing shows New England Federal Credit Union Defined Benefit Plan and Trust at N/A / 45 participants.
- -$26M
- reported net income
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New England Federal Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New England Federal Credit Union Defined Benefit Plan and Trust is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New England Federal Credit Union Defined Benefit Plan and Trust reported net income fell from -$6M in the plan year 2022 filing to -$26M in the plan year 2023 filing.
- New England Federal Credit Union Defined Benefit Plan and Trust reported participants fell from 46 in the plan year 2022 filing to 45 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 030213411 · New England Federal Credit Union PY 2023 · Defined Benefit (Pension)
New England Federal Credit Union Defined Benefit Plan and Trust · N/A · 45
- IND N/A
- EOY 45
- 5500 PY 2023
- ASSETS Defined Benefit (Pension)
- PCT near Cosmetic Laboratories, Inc. Cash Balance Plan
- EIN -$26M
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Vermont →
New England Federal Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All New England Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 56.08417523766433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 268 | $41M |
| 2023 | 2 | 279 | $47M |
| 2024 | 1 | 419 | $64M |
New England Federal Credit Union filing trail (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$26M |
| Employer EIN | 030213411 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Vermont
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Life Group Pension Plan for Employees $323M · 789
- Employees' Retirement Plan of Green Mountain Power Corporation $145M · 230
- Central Vermont Medical Center Employees Pension Plan $98M · 451
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont $66M · 311
- Vermont Mutual Insurance Company Employees' Pension Plan $60M · 80
New England Federal Credit Union Defined Benefit Plan and Trust's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Vermont, the nearest Defined Benefit (Pension) by covered participants is Cosmetic Laboratories, Inc. Cash Balance Plan in TX (45 participants; this filing: 45 participants).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Cosmetic Laboratories, Inc. Cash Balance Plan (TX) 45 · 0 off
- Neuroscience Associates Cash Balance Plan (ID) 45 · 0 off
- Dr. Scott Bowlby, D.D.S., P.a. Cash Balance Plan (MN) 45 · 0 off
- Baker Botts L.L.P. Retirement Plan (TX) 45 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.